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Associate Customer Project Lead

Role overview

Qualifications

  • Bachelor’s Degree or equivalent work experience
  • 3+ years of Customer Service experience
  • Proficient with Microsoft Office
  • PMP Certification

Responsibilities

  • Plan, manage, and adapt implementation projects to meet evolving customer needs
  • Lead setup, configuration, activation, and intermediate troubleshooting to ensure successful deployments
  • Own end-to-end customer communication as the primary point of contact, managing expectations and sharing progress
  • Build strong, trust-based customer relationships by proactively addressing risks and anticipating needs

Key facts

  • Remote from: Illinois (USA)
  • Full time
  • Senior (5-10 years)
  • 55 - 85K yearly
  • English

Other skills

  • Customer Service
  • Microsoft Office
  • Communication
  • Teamwork
  • Problem Solving

About the company

Ivans logo

Ivans

Ivans is where insurance carriers, agents, and MGAs come together to grow their businesses. Every day, our 34,000 agents and 450 carrier partners plug into technology that empowers them to better determine appetite and eligibility, swiftly produce quotes, get accurate claims and commission updates, automatically communicate policy data, and connect to one another to drive new business. With easier ways to get the day’s work done, insurance professionals can open the door to more revenue without letting complexity in behind it.

Company details

Company typeSME
Company size201 - 500

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Job description

Job Description:

Amazing Career Moments Happen Here

Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not only redefining what’s achievable, we’re also creating a place where amazing career moments are made possible.

 

Position Overview

We’re searching for two Associate Customer Project Leads to join our Implementation Team in a remote capacity within the United States. To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun.   

  

What You’ll Do

  • Plan, manage, and adapt implementation projects to meet evolving customer needs
  • Lead setup, configuration, activation, and intermediate troubleshooting to ensure successful deployments
  • Own end‑to‑end customer communication as the primary point of contact, managing expectations and sharing progress
  • Build strong, trust‑based customer relationships by proactively addressing risks and anticipating needs
  • Translate technical and process details into clear, customer‑friendly guidance
  • Serve as a product SME, managing complex, multi‑system implementations and coordinating cross‑functional teams for smooth handoffs

  

We’re Excited to Learn More About You  

Your experience may include:

  • Bachelor’s Degree or equivalent work experience
  • 3+ years of Customer Service experience
  • Proficient with Microsoft Office

 

You may have other skills or credentials, including:

  • PMP Certification
  • Insurance industry knowledge
  • Implementation experience
  • Data conversion experience

 

We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply!  

  

When You Join Team Applied, You Can Expect:  

 

A culture that values who you are and recognizes that you aren’t just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day.  

 

We flex our time together, collaborating remotely and in-person to empower our teams to work in the ways that work best for them. At Applied, we are not only committed to delivering innovative services to our clients but doing so as a team. 

 

A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day:  

  • Medical, Dental, and Vision Coverage 
  • Holiday and Vacation Time 
  • Health & Wellness Days 
  • A Bonus Day for Your Birthday 

Learn more about the people behind our products at https://www1.appliedsystems.com/en-ca/about-us/jobs/  


Our targeted starting base salary in the United States for this position ranges from $55,000 - $85,000 USD. To determine a new team member’s starting pay, we consider a variety of factors, including someone’s depth, breadth, and variety of experience, skills, and responsibilities. Depending on the role, team members may also be eligible to participate in additional compensation plans such as bonus and commission.

  

Your Security Matters:  
 Our candidates’ personal information and online safety are top of mind for us. At Applied, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official careers portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers.   

 

EEO Statement    

Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don’t discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.   

  

#LI-Remote 

#LI-US 

 

 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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